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Net Insight (NETI) investor relations material

Net Insight CMD 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CMD 2025 summary29 Sep, 2025

Strategic direction and growth initiatives

  • Focus on expanding market share in managed, IP, and especially unmanaged segments, with time synchronization as a key growth driver.

  • Recurring revenue is increasing, driven by cloud, licenses, and a shift toward software, with higher license fees from synchronization than media.

  • Targeting adjacent market segments using both existing and new products in media and 5G synchronization.

  • Business model is highly scalable, leveraging a stable R&D cost base and a global sales footprint, with 70% gross margin supporting growth.

  • Partnerships are being used to enhance offerings and enter new segments, especially in unmanaged solutions.

Financial performance and targets

  • Long-term financial targets set for 2022–2027: 15% annual growth and 20% EBIT margin, with growth expected from both media and sync segments.

  • Media segment has driven short-term growth, while sync is expected to contribute significantly in the second phase.

  • EBITDA levels are impacted by heavy investment in sync, but media remains cash-generative, funding sync expansion.

  • Cost reduction program of $30 million initiated to align costs with market conditions and FX headwinds.

  • No need for new equity issuance; working capital increases are managed, and component costs are expected to decline.

Product and market development

  • 400G product launch offers significant cost and capacity benefits over 100G, supporting customer TCO and market leadership.

  • Time synchronization (Syntyc) is positioned as a unique, GPS-resilient overlay solution, avoiding costly network upgrades and enabling rapid deployment.

  • Sync market is driven by 5G standalone rollouts, security needs, and business drivers for high uptime; addressable market is expanding to utilities, government, and data centers.

  • 28 POCs underway in sync, with a 50% conversion rate and four operators in rollout phase; order book stands at SEK 140 million.

  • R&D investment remains stable as a percentage of revenue, with future focus on accelerating product development in both media and sync, especially in unmanaged and power grid segments.

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Q3 20256 Nov, 2025
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Frequently asked questions

Net Insight AB engages in the provision of network and resource optimization solutions. Its products include Nimbra, a platform that enables distribution of media content over IP networks; Nimbra Vision, a media switching system; Nimbra VA, a media playout server; Sye, a solution that provides adaptive bitrate video delivery functionality to OTT video service providers; TeraQ, a cloud orchestration platform; and IP-Guardian. The company also provides resource management solutions for real-time transport services and effective media networking solutions for broadcasters and service providers.

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